+20.7%
XYZ vs PLTD
-16.1%
+36.8%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +2.4% | +12.9% | +15.9% |
| 7D | +16.5% | +14.4% | +2.1% | +20.7% |
| 30D | +15.0% | +8.6% | +6.3% | +17.7% |
| 3M | +3.5% | -9.2% | +12.7% | +1.6% |
| 6M | +21.9% | -29.5% | +51.4% | +15.8% |
| YTD | +34.6% | -20.2% | +54.8% | +31.7% |
| 1Y | +20.7% | -16.5% | +37.2% | +19.8% |
| All | +20.7% | -16.1% | +36.8% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PLTD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling